《TA Masterclass: AI Don’t Care: Q4 Setup Looks Explosive》
因净利润率为负且缺乏利润增长，回避买入Intel；竞争对手提供更安全的替代选择。
有消息称，Intel 正在与 SKH Heinix 洽谈在美国建设一座存储芯片工厂，而人人都需要存储芯片。我确实知道 Terraab、Tesla、SpaceX 正在与 Intel 就 Terraab 展开合作，而这可能是为未来补充更多存储芯片的一条途径。
There's news of Intel in discussions with SKH Heinix to build a memory facility in the United States and everybody needs memory. I do know Terraab, Tesla, SpaceX are working with Intel for the Terraab and this could be a way of shoring up additional memory for the future.